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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
ICM
2001
IMS Capital Management
Oregon
$675K – – –
DFG
2002
Delta Financial Group
New Jersey
$675K -$7.58K -80 -1%
FAM
2003
Formidable Asset Management
Ohio
$675K -$45.5K -480 -7%
HT
2004
Heritage Trust
Oklahoma
$673K +$83.3K +880 +17%
TF
2005
Trek Financial
Arizona
$673K -$256K -2,700 -31%
BCM
2006
BluePath Capital Management
Georgia
$673K +$98.5K +1,040 +20%
B
2007
BetterWealth
California
$672K +$8.52K +90 +2%
FTIS
2008
First Trust Investment Solutions
Florida
$670K +$568K +6,000 New
PSC
2009
Portman Square Capital
United Kingdom
$670K +$568K +6,000 New
IPW
2010
Inlet Private Wealth
Florida
$669K -$47.3K -500 -8%
1WM
2011
1900 Wealth Management
Texas
$669K -$69.1K -730 -11%
SCA
2012
Sandy Cove Advisors
Massachusetts
$668K +$44.5K +470 +9%
M1FG
2013
Mach-1 Financial Group
Arkansas
$668K +$175K +1,850 +45%
RVPG
2014
Relative Value Partners Group
$668K +$57.8K +610 +11%
PFWA
2015
Paces Ferry Wealth Advisors
Georgia
$666K +$51.1K +540 +10%
GCIA
2016
Gabelli & Co Investment Advisers
New York
$663K +$255K +2,690 +83%
EM
2017
Excalibur Management
Massachusetts
$662K +$86.2K +910 +18%
TCG
2018
Transcendent Capital Group
Oklahoma
$660K +$560K +5,910 New
FSA
2019
Financial Security Advisor
Virginia
$659K +$560K +5,910 New
MWA
2020
MN Wealth Advisors
Kansas
$657K +$557K +5,880 New
LCWP
2021
Legacy Capital Wealth Partners
Arkansas
$657K -$2.84K -30 -0.5%
SSWM
2022
Strait & Sound Wealth Management
California
$657K +$5.68K +60 +1%
JPMIA
2023
J.P. Marvel Investment Advisors
Massachusetts
$655K +$556K +5,870 New
NCM
2024
Noesis Capital Mangement
Florida
$654K – – –
SIAG
2025
Safeguard Investment Advisory Group
California
$653K +$12.3K +130 +2%
79 80
81
82 83